David Richards Email and Phone Number
When I first started in the banking industry over 25 years ago, it started out as simply a job to make ends meet. I began in financial services as “Kelly Temp” working at first in physical credit card production, and then as a stationery clerk and data entry clerk. Even when I was hired on as permanent, albeit casual, employee in banking, I never would have imagined that serving Canadians within financial services would become both my career and a lifelong passion. What changed over time was a journey of uncovering how powerful a role financial services providers play in the lives of Canadians. As that journey has moved through a variety of roles, I am excited to now be a leader in passing on that passion to others as a people leader within the industry.
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Branch ManagerRbc Nov 2024 - Present -
Assistant ManagerRbc Royal Bank Of Canada May 2022 - Nov 2024 -
Financial AdvisorRbc Royal Bank Of Canada Jun 2021 - May 2022Regina, Saskatchewan, Canada -
ManagerRoyal Mutual Funds Inc. Jul 2023 - PresentBranch Compliance Officer -
Investment AdvisorRbc Dominion Securities Sep 2019 - Jun 2021Regina Saskatchewan Canada -
Credit RepresentativeCibc Mar 2008 - Sep 2019Regina, Sk• Have met or exceeded expectations every quarter while in role as Credit Representative.• Responsible for completing applications for secured and unsecured lending arising from leads forwarded by frontline agents• Sales responsibilities also include uncovering opportunities for additional credit and mortgage needs.• Key cross-sales include positioning and fulfilling client’s creditor insurance needs. -
Senior Associate, RecruitmentCibc Nov 2014 - Mar 20162412 11Th Ave. Regina, Sk -
Team LeaderCibc Nov 2011 - Nov 2014Saskatchewan, CanadaDevelop skills of new hires as they grow throughout the first half of their First Year Experience.Support employees develop in their role as Financial Service Representatives.Manage individual performances through one-on-one coaching focused on Client Engagement Model. -
Academy Bay Support LeaderCibc Dec 2005 - Jun 2012Saskatchewan, CanadaMultiple 3-6 month terms throughout 2005-2012• Supported new hires develop in their role as Financial Service Representatives• Provided coaching focused on the Discovery Model and Needs Based Advisory Solutions• Partnered with Induction Training Facilitator and New Hire Teamleader to ensure consistent coaching and support -
Financial Services RepresentativeCibc Sep 2003 - Mar 2008Regina, Sk• Sales results increased every quarter for first 5 consecutive quarters in role and continued as a consistent performer on an ongoing basis.• Achieved success as both "non-targeted" and "targeted sales" FSR.• Sales Champion on multiple teams and member of F2006 & F2007 Reward and Recognition committee -
Clerk/Admin AssistantCibc Jun 1998 - Sep 2003Saskatchewan, Canada• Job includes exposure to highly confidential information.• Increased controls for inventory management• Consistent performer annual performance review• Fast paced job requiring high levels of priority management
David Richards Education Details
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Canadian Securities InstituteBranch Compliance Officer -
Canadian Securities InstituteConduct And Practices -
Insurance Councils Of SaskatchewanLlqp -
Canadian Securities InstituteCanadian Securities Course (Csc) -
Economics -
Balfour CollegiateHs Diploma
Frequently Asked Questions about David Richards
What company does David Richards work for?
David Richards works for Rbc
What is David Richards's role at the current company?
David Richards's current role is Manager, Mutual Funds Representatives, at Royal Mutual Funds Inc., and Branch Manager at RBC.
What schools did David Richards attend?
David Richards attended Canadian Securities Institute, Canadian Securities Institute, Insurance Councils Of Saskatchewan, Canadian Securities Institute, University Of Regina, Balfour Collegiate.
Who are David Richards's colleagues?
David Richards's colleagues are Bhargavi Chamala, Iman Moundalek-Khattab, Emily Navarrete, Weifeng Xu, Victor W., Ali Jafar Sekandari, Sarah Park.
Not the David Richards you were looking for?
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1foxwise.ca
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2lakeheadu.ca, lakeheadu.ca
1 +180763XXXXX
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David Richards
Chief Executive Officer At Equa Specialty Risk Partners CorporationGreater Calgary Metropolitan Area2jltcanada.com, aon.ca3 +140326XXXXX
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